Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Sit Large Cap Growth Fund · SNIGX | 56% | 1.00% | Sit Investment Associates, Inc. |
| 2 | MML Sustainable Equity Fund cheaper diff. adviser | 46% | 0.57% | MML Investment Advisers, LLC |
| 3 | NYLI VP American Century Sustainable Equity Portfolio cheaper diff. adviser | 46% | 0.66% | New York Life Investment Management LLC |
| 4 | Buffalo Blue Chip Growth Fund · BUFEX, BUIEX cheaper diff. adviser | 45% | 0.78% | Kornitzer Capital Management, Inc. |
| 5 | American Century Large Cap Equity ETF · ACLC cheaper | 45% | 0.39% | — |
| 6 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 45% | 0.00% | American Century Investment Management, Inc. |
| 7 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 44% | — | Boston Management and Research |
| 8 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX diff. adviser | 44% | 1.22% | AllianceBernstein L.P. |
| 9 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 44% | 0.15% | BlackRock Fund Advisors |
| 10 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 44% | 0.36% | Voya Investments, LLC |
| 11 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX cheaper diff. adviser | 43% | 0.48% | DWS Investment Management Americas, Inc. |
| 12 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 43% | 0.20% | BlackRock Fund Advisors |
| 13 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 43% | 0.05% | The Vanguard Group, Inc. |
| 14 | VistaShares Target 15 S&P 100 Distribution ETF | 43% | — | — |
| 15 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 43% | 0.13% | SSGA Funds Management, Inc. |
| 16 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 43% | 0.25% | SSGA Funds Management, Inc. |
| 17 | Global Atlantic BlackRock Disciplined Growth Portfolio cheaper diff. adviser | 43% | 0.49% | Global Atlantic Investment Advisors, LLC |
| 18 | State Street U.S. Equity V.I.S. Fund · SSUSX cheaper diff. adviser | 43% | 0.85% | SSGA Funds Management, Inc. |
| 19 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 43% | 0.38% | SSGA Funds Management, Inc. |
| 20 | Optimized Equity Income ETF · OEI cheaper | 43% | 0.75% | — |
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